Have You Purchased The Course?
Moxie CRM Beginner’s Course
Finally, Someone Made the Holy Grail of Project Management for Web Designers
Not a web designer? Totally cool – keep reading! You can use Moxie too!
I turn Moxie set-up on it’s head. My system makes quick work of your Moxie set-up, so that you’re doing everything in the right order… the smart order.
You don’t need a Messy Moxie! You need a nice clean workspace that you like spending time in.
Get to Magic Moxie in a matter of hours… and a few cups of coffee ☕️!
Welcome to the world of Moxie CRM!
Imagine a seamless, hassle-free journey through your web design business operations, where every aspect works in harmony. Once your Moxie is set up to fit your business and workflow, you’ll feel so at ease you’ll wonder how you ever made it this far without it! 😆
My Moxie CRM Beginner’s Course is designed to help you get started with the platform and set up the main areas in the best way possible for you. Moxie support is second to none so there will be things you will reach out to them for.
With its intuitive interface and my guidance, you’ll be able to master the basics and start seeing results quickly.
Not a web designer? This course is also for
- creative professionals
- graphic designers
- coaches & consultants
- virtual assistants
- … and more!
🌟 Streamline your workflow:
Moxie CRM allows you to manage your calendar, CRM, client portal, communication, invoices, contracts, and time tracking all in one place, reducing the need for multiple tools and apps.
🌟 Sales pipeline management:
The course teaches you how to efficiently move new opportunities through a sales process, providing immediate visibility into where things are and helping you convert more prospects to paying clients.
🌟 Custom proposals and contracts:
You’ll learn how to create custom agreements/proposals and how to automate the creation of projects and tasks so you can begin client work immediately upon signature.
Student Praise So Far
“I am grateful for your course as now I don’t feel that my Moxie is a mishmash of things. It can actually be used to run my business” ~ Sheri J.
“I sent my first proposal today. I’ve only been using Moxie for one week and your course has made it so easy to get it live! 😘” Louise S.
What’s In The Moxie CRM Course?
My welcome video when you join!
I’d love to see YOU in the Moxie CRM Beginner’s Course!
The couse is jammed packed with over 4 hours of video and so much more!
➜ 5 Modules
➜ 17 lessons
➜ 22 videos
➜ Checklists
➜ Key Takeaways
➜ Monthly group Q&A you can join to ask questions
➜ Schedule a personal consulting call to get help
Getting Started
➜ Get Familiar With Moxie
➜ Essential Settings
Pipeline & Opportunities
➜ Opportunity Overview
➜ Pipeline Stages
➜ Managing Opportunities
Templates & Settings
➜ Adding Products & Services
➜ Email Templates
➜ Form Templates
➜ Project Templates
Invoices
➜ Standard & Recurring
➜ Creating Payment Plans
➜ Agreement & Contract Templates
Projects & Tasks
➜ Creating A New Project
➜ Project & Task Management
➜ Managing Clients & Contacts
➜ Client Portal Permissions
Extra!!
➜ Set Up Your Client Portal
➜ Workflow Automation
➜ Mapping & Custom Fields
Hi! I’m Lisa – Your Moxie Maven
Lover of Friends – Could Moxie BEEEE more awesome? 😂 – carrot cake, nature walks, NFL football, laughing and of course, Moxie!
Here’s what I’ve found … most people set up Moxie the wrong way. My approach turns it on it’s head.
My Moxie CRM Course Beginner’s Course (for Web Designers) is here to revolutionize your project management experience. Say goodbye to time-consuming setups and messy workflows.
With my guidance, you’ll master the art of Moxie setup in just a few hours, saving you several hours (and angst!) in the long run.
Don’t settle for chaos when you can have a clean and efficient workspace that you truly enjoy.
You don’t need a Messy Moxie! You need a nice clean workspace that you like spending time in. I can show you show.
Example of Lesson in Module 1
What Eager Students Are Saying!
I’m so excited for this! I know Lisa personally and have gone through lots of Moxie training with her! She’s so down to earth and very easy to learn from.” ~J.A.
“I’m totally in!! Thank you for doing this! Can’t wait!” ~S.B.
“ohhhhhh this I needed!!! yesss” ~ L.J.
“Can’t wait 🙌” ~ E.G.
“Saw your quick demo video and liked the categories of things you had. So I’m already learning” ~Z.A.
“I’m so excited to dive into this course! I’ve been using Moxie for a while but have not had time to master the setup. Lisa is an awesome person and a great teacher. I know this course is going to be worth every single penny.” – P.P.
Are you tired of juggling multiple project management tools?
Fret no more, my friend! Moxie is here to save the day. This all-in-one tool is specifically designed for web designers like you, taking you from inquiry to recurring revenue effortlessly.
No more zapping things together, just pure functionality that actually works.
And guess what? I’ll show you how to set it up in just a few hours. Say goodbye to chaos and hello to the Moxie way.
Frequently Asked Questions
Is the course only for web designers?
My husband and I run a web design business and Moxie has completely changed how I manaage my client projects, invoicing, proposals and saves me a ton of time…. and quite frankly, my sanity!
While I share my own process and go through examples of how I have set up Moxie for our business, I am 100% confident any type of business can follow along and set up their own Moxie to their liking.
Can I get additional support?
If you need additional support while going through the course, I offer 1-hour personal consulting sessions for $79. I will also be holding group Q&A sessions once a month where anyone going through the course can join for free.
Why aren't you covering all the features in Moxie?
This is a beginner course for business owners just starting to use Moxie and are having trouble getting it set up and also for those who have a “Messy Moxie”.
I have chosen to cover all the features needed to get your business set up and function seamlessly.
The Moxie support team is wonderful and can help you with those handful of features that are not covered in the course.
Will I have lifetime access to the course?
Yes! Once you’re in, you’re in!
What if Moxie updates or adds new features?
When (not if 😊) Moxie adds new features that are relevant to the course, I will be updating the modules.
If there is an update to current features, I’ll do the same. You’ll receive an email when I do so you will know there are updates.
Can I use Moxie no matter what country I live in?
Yes! Moxie works all over!
From Moxie:
Moxie supports multi-currencies internally and through our Stripe and PayPal integrations to better enable a global work force. In addition to simply allowing you to invoice your clients in a different currency, there is a built in exchange rate service that allows you to view all of your financial reports and metrics in your home currency, regardless of what currency you present to your clients.
🎉 Unleash the Power of Moxie CRM! 🚀
Your Biz, Your Energy, Your Productivity…. All in One Place For Only $199
Are you ready to streamline your business with the ultimate tool for managing your projects, invoices, and client relationships? Join our Moxie CRM Course for Beginners and discover how you can transform chaotic workflows into a well-oiled machine! 🌟
Whether you’re new to Moxie or need help tidying up your existing setup, this course will guide you through every step—ensuring you’re using Moxie to its fullest potential.
From setting up your templates and client portal to automating workflows, you won’t believe how much easier your life will be with Moxie at your fingertips!
👉 The power of Moxie is that it’s all interconnected. But it’s also the problem — where do you start? My system makes quick work of Moxie set-up, so that you’re doing everything in the right order, the smart order.